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LWAC
Laurel Wealth Advisors (California)’s
Liberty Media Series A
FWONA
Stock Holding History
Laurel Wealth Advisors (California)’s Portfolio
FWONA Stock Details
FWONA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$316K
Hold
6,177
–
–
0.03%
491
2022
Q3
$311K
Sell
6,177
-3
-0%
-$167
0.03%
477
2022
Q2
$343K
Sell
6,180
-6
-0.1%
-$333
0.04%
456
2022
Q1
$374K
Hold
6,186
–
–
0.03%
513
2021
Q4
$351K
Buy
6,186
+111
+2%
+$5.74K
0.03%
567
2021
Q3
$274K
Hold
6,075
–
–
0.05%
359
2021
Q2
$248K
Sell
6,075
-5
-0.1%
-$194
0.03%
447
2021
Q1
$222K
Sell
6,080
-1
-0%
-$37
0.03%
422
2020
Q4
$221K
Buy
+6,081
New
+$213K
0.03%
404
2020
Q1
–
Sell
-6,812
Closed
-$286K
–
388
2019
Q4
$286K
Sell
6,812
-20
-0.3%
-$785
0.05%
356
2019
Q3
$259K
Buy
6,832
+3
+0%
+$110
0.04%
378
2019
Q2
$234K
Hold
6,829
–
–
0.05%
355
2019
Q1
$223K
Buy
+6,829
New
+$207K
0.06%
345
2018
Q4
–
Sell
-6,839
Closed
-$232K
–
378
2018
Q3
$232K
Hold
6,839
–
–
0.06%
347
2018
Q2
$231K
Buy
+6,839
New
+$197K
0.06%
330
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$1.9T AUM
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1-Year Est. Return
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$935B AUM
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$3.68B AUM
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1-Year Est. Return
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$8.88B AUM
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1-Year Est. Return
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$116B AUM
26.37%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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